PPC Professional Plan Consultant Certification Exam

Professional Plan Consultant (PPC) The PPC exam drills deep into plan design mechanics—specifically how to construct retirement vehicles that balance employer contributions, vesting schedules, and distribution rules. You’ll navigate ERISA compliance frameworks, calculate actuarial equivalence, and apply IRC Section 401(k) limitations in real scenarios. Mastery requires fluency across defined-benefit structures, safe-harbor provisions, and nondiscrimination testing protocols that separate advisors from consultants.